Unclaimed
Arielis Estevez is a registered representative with J.P. Morgan Securities LLC. Arielis Estevez is licensed to sell securities in Connecticut, New Jersey and New York. Arielis Estevez has been in the securities industry for 1 year and is currently employed by J.P. Morgan Securities LLC. Arielis Estevez specializes in securities products and services including investment company products, variable contracts, securities, mutual funds and variable annuities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/04/2022 - Present
J.p. Morgan Securities LLC (CORONA NY)
BC
Issued 11/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Arielis Estevez is the right advisor for you? Invested Better is here to help.